Coaching Scorecard Maker
The Quick And Easy Way To Build Scorecards & Assessments
Using interactive scorecards and assessments is a great way to engage your audience, demonstrate your expertise and guide them to specific products and services that will best serve their needs.
Coaching scorecard maker is a WordPress plugin that makes it easy to create these types of interactive scorecards & assessments and add them to your pages & posts. You use simple WordPress shortcodes to create the scorecard and to analyze the results. After seeing a couple of examples, you’ll realize how easy and simple it is.
Here’s a simple example of a scorecard so you can see what it looks like…
By using the plugin, you agree to the Licensing Agreement at the bottom of this page. If you do not agree to the terms, you should not use this plugin.
Downloading
Click here to download the Coaching Scorecard Maker directly from wordpress.org.
How It Works
For each scorecard or assessment that you want to create, you need two parts: a Scorecard page or post to display the scorecard (where the user enters his/her scores) and an Analysis page where you can display the total score and provide a detailed analysis of the results.
You can place a scorecard in any page or post of your site. The Analysis should be in a page (not a post) to get the best results.
Coaching Scorecard Maker uses simple WordPress shortcodes that you can type directly into the posts & pages using the WordPress editor.
Getting Started
Here are the simple steps to get started (after downloading and installing the plugin):
Step 1. Decide which post or page is going to host the Scorecard (and create it if you need to.)
Step 2. Decide which page is going to host the Analysis section (and create it if you need to.)
Make sure you’ve created both the Scorecard post or page and Analysis page before going forward.
Step 3. Copy the Scorecard shortcodes into your scorecard post or page and customize as needed. You can use this simple online tool to create starting templates, or just start from these examples.
Step 4. Copy the Analysis shortcodes into your analysis page and customize as needed. Use the online tool and/or the examples to help you get started.
That’s it!
Scorecard Page Shortcode Documentation
This section describes the shortcodes used to build the Scorecard page. You can see some examples here.
[csmheadline] – (Optional) Add an optional headline for your scorecard. Put the headline text between the [csmheadline] and [/csmheadline] tags. For example, [csmheadline]This is the headline[/csmheadline]
[csmcardstart] – You MUST include this shortcode at the start of your scorecard. The shortcode takes 2 arguments:
- name (optional): Gives the HTML form a name to distinguish from other scorecard forms (useful if you are adding the scorecard to a blog post)
- action: Required argument to specify the URL of the Analysis page
Example: [csmcardstart name="MyScorecard1" action="http://www.mywebsite.com/scorecard/analysis"]
[csmcardend] – You must include this shortcode at the end of your scorecard. The shortcode takes 2 arguments:
- text (optional): The text to use for the scorecard submit button
- credit (optional): This is optional, but we appreciate it if you include this argument to add the “credit” link below the scorecard, as in [csmcardend credit="yes"]
Example: [csmcardend credit="yes"]
[csmtitlerow] – (Optional) Add an optional “title row” to the scorecard. The shortcode takes 1 argument:
- scoreColumn (optional): The text to use for the “score” column of the row. Uses Score by default if not provided.
Example: [csmtitlerow]This is the text for the main area of the row[/csmtitlerow]
[csmgroupstart] – (Optional) Add an optional “group” to the scorecard to group a related set of items. All items after this shortcode will belong to the group until another group is found. The shortcode takes 1 argument:
- group (optional): Gives the group a name to use in the Analysis page
Example: [csmgroupstart group="Group1"]Use this text to describe the group to the user[/csmgroupstart]
[csmitem] – Add an item to the scorecard. The shortcode takes 2 arguments:
- group (optional): You can specify the group directly, which will override any groupstart group default value. If not provided, the default group is used.
- item: Use to give the item a unique name in the scorecard to be used in the Analysis page
Example: [csmitem item="Item1"]This is the item description displayed to the user[/csmitem]
You can use these shortcodes within a post or page to build and customize your own scorecard with as many groups and items as you want.
Analysis Page Shortcode Description
This section describes the shortcodes used in the analysis page to display the score to the user and provide custom analysis/text based on their score(s).
[csmstartanalysis] – You MUST add this shortcode to the Analysis page BEFORE using any of the other shortcodes. This shortcode computes the total score and has two arguments.
- min_score (optional) – The minimum score accepted for each item (any scores lesser than this minimum will be set to this value). Default is 1.
- max_score (optional) – The maximum score accepted for each item (any scores greater that this maximum will be set to this value). Default is 5.
Example: [csmstartanalysis min_score="1" max_score="10"] – For this example, allowed scores would be between 1 and 10
[csmtotalscore] – (Optional) Displays the total score (over all groups and items) to the user (always an integer number).
Example: [csmtotalscore]
[csmgroupscore] – (Optional) Display the total score for ONE group only.
-group (optional): The name of the group for which to display the score. Must match the group name used in the Scorecard page.
Example: [csmgroupscore group="Group1"]
[csmitemscore] – (Optional) Display the score for ONE specific item only.
-item (optional): The name of the item for which to display the score. Must match the item name used in the Scorecard page.
Example: [csmitemscore item="Item2"]
Custom Analysis Shortcodes
These optional shortcodes allow you to display a customized analysis to the user based on their total, group or item scores.
[csmtotalrange] – Display the text within the opening and closing shortcode tags if the total score is within the specified range. Both the start and end points of the range are inclusive. At least one of the start or end points in the range must be included.
-start (optional): Display text only if the score is >= the start value
- end (optional): Display text only if the score is <= the end value
Example: [csmtotalrange end="25"]This text is only displayed if the total score is <= 25[/csmtotalrange]
Example: [csmtotalrange start="26" end="50"]This text is only displayed if the total score is >= 26 and <= 50[/csmtotalrange]
Example: [csmtotalrange start="51"]This text is only displayed if the total score is >= 51[/csmtotalrange]
[csmgrouprange] – Display text within the opening and closing shortcode tags if the group score for the specified group is within the range. Both the start and end points of the range are inclusive. At least one of the start or end points in the range must be included.
-group: Required name of the group for which the range applies. Must match the group name used in the scorecard page.
-start (optional): Display text only if the group score is >= the start value
- end (optional): Display text only if the group score is <= the end value
Example: [csmgrouprange group="Group1" start="26" end="50"]This text is only displayed if the group score is >= 26 and <= 50[/csmgrouprange]
[csmitemrange] – Display text within the opening and closing shortcode tags if the item score for the specified item is within the range. Both the start and end points of the range are inclusive. At least one of the start or end points in the range must be included.
-item: Required name of the item for which the range applies. Must match the item name used in the scorecard page.
-start (optional): Display text only if the item score is >= the start value
- end (optional): Display text only if the item score is <= the end value
Example: [csmitemrange item="Item2" start="26" end="50"]This text is only displayed if the item score is >= 26 and <= 50[/csmitemrange]
License Agreement
Copyright (c) 2011 Effexis and BuildAThrivingPractice.com
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, All warranties, conditions, representations and indemnities, whether express, implied, statutory or otherwise, including without limitation, warranties as to satisfactory quality, being error or virus free, being fully secure, fitness for a particular purpose, merchantability, correctness, reliability or uninterrupted use are hereby overridden, excluded and disclaimed.
IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY MODIFY AND/OR REDISTRIBUTE THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS), EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
